The key to quality customer-centricity? Data.

Nearly every leader I talk to knows the old planning model doesn’t make sense anymore. Multi-month cycles. Layers upon layers of initiatives. Budgets that quietly replace strategy as the plan. By the time it’s all done, the competitive landscape has already shifted under their feet. And yet, many companies still do it this way. They can feel the mismatch as they strive to move fast. They just don’t know what to do instead. The old game was setting direction. Decide where to go. Communicate it. Cascade it down. It made sense when the future looked enough like the past that you could be certain of your choices. But certainty is gone. In its place: disruption, surprise, and acceleration. Which means the work of leaders has shifted. The new game is adapting direction.

What needs to be new and different

If strategy execution today is about improv, then strategy setting is no longer about choreography. It requires a more flexible approach. Here are four flaws of traditional strategy planning, and what leaders can do differently:

1. Stop pretending there’s only one future.

We know the future won’t unfold exactly as envisioned. Customer needs shift. Competitors surprise you. Economies wobble. So why do we plan for just one version of what’s next? When one “winning” idea emerges too fast, it often gets momentum without being stress-tested. A better approach:evaluate multiple distinct directions at the same time.  One executive team we worked with had five competing visions for doubling the business in three years. Instead of forcing consensus, we worked with them to think through the core choices for each, including customer focus, product bets, and geographic expansion. Once leaders saw the real implications, they quickly ruled one option out. The eventual plan blended elements of the others, with contingencies built in. Thinking through alternatives gave them confidence and resilience when the inevitable twists came.

2. Make choices real before you announce them

Too many strategic plans race to the declaration moment at the Town Hall: here’s the big idea, now go execute. The problem? Leaders rarely know what they’ve actually signed up for, or what needs to change in how the work gets done. If you believe that strategy execution requires improv, then even in setting strategy you need to imagine what comes next and rehearse moves, implications, and ripple effects across future time horizons, albeit in a simpler but realistic form.  One client we worked with knew that acquisitions were essential to their growth. They had several targets in sight and negotiations underway, but no imminent deal. Instead of waiting, we ran the extended leadership team through a series of acquisition scenarios with different strategic intent that examined variables such as deal size, level of integration, and adjacency of the added business. As they worked through each scenario, they not only got a view into the nature of potential targets but also what changes they, as the leaders of the organization, needed to make now. They were choosing what kind of organization they would become. Based on what they were learning, they were able to make key decisions to position themselves for future success. They agreed on new hiring profiles, streamlined decision processes, leadership shifts, so they’d be ready when the right deal came. Strategy shifted from a conceptual statement to a real, lived preparation for a different future.  

3. Work across time horizons.

People can change fast. Infrastructure and capital cannot. Budgets, board approvals, and physical assets move slowly. Leaders need to intentionally plan for what can change now, what will take time, and what’s locked in, while still identifying the opportunities at each stage.  Take a pharma company with a pipeline bursting with new drug development. If even half their drugs made it through approval, their manufacturing capacity would be insufficient. Together we built an adaptable manufacturing plan, anchored on essentials, with clear trigger points for future decisions. When 70% of the drugs cleared approval, they were ready. Without that horizon-based thinking, they would have been caught flat-footed.

4. Align at the right level of detail.

Here’s a trap: mistaking varied interpretation of the strategy for purposeful improvisation. They are not the same. Without clarity and alignment at the top, every leader fills in gaps differently. That isn’t agility, it’s chaos. Leaders must turn the conceptual strategy into something tangible and real, in order to be able to align and lead the organization in the same direction. Strategic modeling allows leaders to test choices at the right level of fidelity, so they know what they’re actually agreeing to. Growing “a lot” versus growing 37% are not the same thing. The detail that is uncovered in the modeling exercises provides enough clarity to shape coherent execution, while still leaving room for adaptive moves over time.

From map to compass

Old strategy setting was about certainty. New strategy setting is about clarity of intent and readiness to adapt. It’s less a map and more of a compass. If your strategy and planning process still looks like a marathon toward a finished plan, ask yourself: are you preparing for the world you wish you had, or the one you actually face? The trick is helping leadership teams shift from setting direction to adapting direction—so strategy setting and execution can adapt. The future won’t wait for your plans.

In today’s business environment, strategy no longer unfolds neatly from vision to execution. Disruption is constant, complexity is accelerating, and expectations are shifting in real time. In this context, strategy that is overly scripted becomes brittle. The organizations that thrive today are the ones that have learned to improvise. Not reactively, but with intention, agility, and confidence. To many executives, the idea of “strategy improv” might sound risky or chaotic. In truth, great improvisation is neither. It is a learned discipline rooted in presence, trust, and adaptability. It is what enables teams to respond purposefully in the face of the unexpected. And it is quickly becoming a core leadership capability for our times.

Why strategy needs to shift

For decades, the dominant model of strategy has been based on control. A select few defined the vision, cascaded goals through layers of the business, and expected execution to follow. Success was measured by fidelity to the plan. The world no longer works that way. Markets are volatile. We are in a technology super cycle. Customer needs evolve faster than product roadmaps. And the economic, geopolitical, and environmental future is increasingly uncertain. Rigid strategies struggle to survive this level of flux. They become outdated before implementation begins. Worse, they force teams into patterns of execution that ignore emerging data, evolving context, or untapped insight. What is needed now is not more precision. What is needed is more adaptability.

Strategy as intention, not prescription

In improvisational terms, a strategic plan is no longer a fixed script. It is a shared intention. It is a direction, not a destination. It is a compass, not a map. The core strategic question is no longer, “What is our five year plan?” but instead: “How do we respond wisely, quickly, and collectively to whatever emerges in service of our purpose?” This does not mean abandoning structure or discipline. In fact, it demands more of both. But the emphasis shifts from defining every move in advance to cultivating the conditions where people can make smart decisions in the moment. Here is the distinction:

• A goal says: “We will grow 17 percent in revenue.”

• An intention says: “To grow 17 percent, we will delight our clients, grow our impact, and operate with excellence to unlock long term value.”

The first is measurable. The second is both meaningful and measurable. And it is meaning that enables action when the path becomes unclear.

What improv really means

Improv in business is ripe for misunderstanding. It is not winging it or hoping for the best. Great improv is highly disciplined. It is grounded in preparation, presence, and shared principles. Here are a few improv principles that matter most for leaders and teams:

• Yes, And… Build on what is already in motion instead of shutting it down. That is how momentum grows.

• Make Your Partner Look Good. Execution is collective. Leaders who elevate others create trust and shared ownership.

• Be Present. You cannot rely on what worked yesterday or predict what comes tomorrow. Execution happens in this moment.

• Listen for What Is New. Do not just confirm your beliefs. Notice weak signals, dissenting voices, and emerging shifts.

• Commit to the Scene. Once you step in, go all in. Half-hearted execution drains energy and derails progress.

These are not stage tricks. They are everyday disciplines for how leaders and teams show up together when the path is not clear.

The boundary: What can and cannot be improvised

Not everything can or should be improvised. You cannot spin up a new factory in six weeks or redo a regulatory filing on the fly. Capital projects, infrastructure, hiring pipelines, and compliance require structure, discipline, and lead time. Within those guardrails, much of execution is improv. The actions and moves you make can and show flex with the need and the moment. Such moves might include:

• How you respond to a customer this week

• How you redeploy resources when a competitor surprises you

• How you adjust product features in response to early user feedback

The art is knowing the difference. Improv lives inside the boundaries, not outside them. And that is where the advantage lies.

We know it works

We have already seen this in action. During COVID, strategy as improv was not optional. Plans dissolved overnight. Leaders had to pivot in real time, trust their teams, and reimagine value on the fly. Many succeeded, not because they had the perfect plan, but because they had the capacity to improvise. Consider two everyday situations:

• Telecommunications company: With hardware and software tightly linked, this company faced constant tension between short-term changes in a release and the permanence of installed infrastructure. By learning to improvise in the short term with software while anchoring their long-term vision in hardware roadmaps, they delivered quick wins without derailing future value. To do so, leaders had to abandon siloed “hardware first” or “software first” thinking and live in both worlds at once.

• Global manufacturer: Preparing for volatility in regulation and transportation, this company had shifted to thinking of its manufacturing footprint as a portfolio of capabilities rather than fixed plants. When sudden shifts hit sooner than expected, they could improvise quickly, rebalancing capacity across countries, not because they were ready but because they had already rehearsed some of the moves. The adjustments were urgent, but they felt planful.

These are not exotic cases. They are reminders that when strategy execution meets reality, it is the organizations that can improvise with purpose that thrive.

From plans to response

The core strategic question has changed. It is no longer, “What is our five year plan?” but instead: “How do we respond wisely, quickly, and collectively to whatever emerges?” Capacity, creativity, and commitment to the purpose and intention of the strategy, not certainty, are now the keys to competitive advantage. Those attributes are built through people: their judgment, their alignment, and their ability to act in service of shared priorities.

How to build strategic improv into your organization

Improv is not just an individual skill. It is an organizational capacity. Here are five practical ways to embed it into how your teams work:

1. Ground the organization in purpose and priorities. Make sure everyone knows the “why” behind your strategy. Not just the outcomes you are chasing, but the value you aim to create. Purpose creates the throughline that allows teams to improvise without drifting.

1. Build enterprise perspective at all levels. Give people visibility into how their choices affect the whole. When teams understand upstream and downstream impacts, they act with greater confidence and coordination.

1. Normalize adaptation, not perfection. Shift the narrative from flawless execution to responsive evolution. Celebrate learning, reward and highlight intelligent risk taking, and treat change as a constant, not a crisis.

1. Practice collective sensemaking. Create space for cross functional conversation, reflection, and signal sensing. Encourage teams to bring forward what they are noticing, not just what they are reporting.

1. Train for improvisation. Just as improv actors practice, so can your leaders. Build their capacity to navigate ambiguity, connect dots, and co-create solutions in real time. The payoff is not just agility. It is resilience.

Final thought

Strategy execution today is less about control and more about capability. It is less about knowing the answers and more about creating the conditions where your people can discover the right answers for now, together. Companies that thrive in uncertainty will not be the ones with the tightest plans. They will be the ones that can improvise with purpose, with confidence, and with each other. When the world will not wait, improv is not optional. It is the new strategic advantage.

In the 1990s, Business Process Reengineering (BPR) was the Big Bet. Companies launched tightly controlled pilot programs with hand-picked teams, custom software, and executive backing. The results dazzled on paper.

But when it came time to scale? Reality hit. People weren’t ready. Systems didn’t connect. Budgets dried up. The pilot became a cautionary tale, not a blueprint.

We’ve seen this before with Lean, Agile, even digital transformations. Now it’s happening again with AI, only this time, the stakes are different. Because we’re not just implementing a new solution, we’re building into a future that’s unfolding. Technology is evolving faster than most organizations can learn, govern, or adapt right now. That uncertainty doesn’t make transformation impossible, but it does make it easier to get wrong.

And the dysfunction is already showing up, just in two very different forms.

Two roads to the same cliff

Today, we see organizations falling into two extremes. Most companies are either overdoing the control or letting AI run wild.

Road 1: The free-for-all

Everyone’s experimenting. Product teams are building bots, prompting, using copilots. Finance is trying automated reporting. HR has a feedback chatbot in the works. Some experiments are exciting. Most are disconnected. There's no shared vision, no scaling pathway, and no learning across the enterprise. It’s innovation by coincidence.

Road 2: The forced march

Leadership declares an AI strategy. Use cases are approved centrally. Governance is tight. Risk is managed. But the result? An impressive PowerPoint, a sanctioned use case, and very little broad adoption. Innovation is constrained before it ever reaches the front lines.

Two very different environments. Same outcome: localized wins, system-wide inertia.

The real problem: Building for optics, not for scale

Whether you’re over-governing or under-coordinating, the root issue is the same: designing efforts that look good but aren’t built to scale.

Here’s the common pattern:

• A team builds something clever.
• It works in their context.
• Others try to adopt it.
• It doesn’t stick.
• Momentum dies. Energy scatters. Or worse, compliance says no.

Sound familiar?

It’s not that the ideas are flawed. It’s that they’re built in isolation with no plan for others to adopt, adapt, or scale them. There’s no mechanism for transfer, no feedback loops for iteration, and no connection to how people actually work across the organization.

So, what starts as a promising AI breakthrough (a smart bot, a helpful copilot, a detailed series of prompts, a slick automation) quietly runs out of road. It works for one team or solves one problem, but without a handoff or playbook, there’s no way for others to plug in. The system stays the same, and the promise of momentum fades, lost in the gap between what’s possible and what’s repeatable.

We’ve seen this before

These aren’t new problems. From BPR to Agile, we’ve learned (and re-learned) that:

• Experiments are not strategies. Experiments show potential, not readiness for adoption. Without a plan to scale, they become isolated wins; interesting, but not transformative.
• Culture is the operating system. If the beliefs, behaviors, and incentives underneath aren’t aligned, the system breaks, no matter how advanced the tools.
• Managers matter. Without their ownership and support, change stalls.
• Behavior beats code. Tools don’t transform companies. People do.

Design thinking promised to bridge this gap with user-driven iteration and empathy. But in practice? Most efforts skip the hard parts. We tinker, test, and move on, without ever building the conditions for adoption.

AI and the new architecture of work

Many organizations treat AI like an add-on—as if it’s something to bolt onto existing systems to boost efficiency. But AI isn’t just a project or a tool; it changes the rules of how decisions are made, how value is created, and what roles even exist. It’s an inflection point that forces companies to rethink how work gets done.

Companies making real progress aren’t just chasing use cases. They’re rethinking how their organizations operate, end to end. They’re asking:

• Have we prepared people to reimagine how they work with AI, not just how to use it?
• Are we redesigning workflows, decision rights, and interactions—not just layering new tech onto old routines?
• Do we know what success looks like when it’s scaled and sustained, not just when it dazzles?

If the answer is no, whether you’re too loose or too locked down, you’re not ready.

The mindset shift AI demands

AI isn’t just a tech rollout. It’s a mindset shift that asks leaders to reimagine how value gets created, how teams operate, and how people grow. But that reimagination isn’t about the tools. The tools will change—rapidly. It starts with new assumptions, new stances, and a new internal leader compass.

Here are three essential mindset shifts every leader must make, not just to keep up with AI but to stay relevant in a world being reshaped by it:

1. From automation to amplification

Old mindset: AI automates tasks and cuts costs.

New mindset: AI expands and amplifies human potential, enhancing our ability to think strategically, learn rapidly, and act boldly. The question isn’t what AI can do instead of us, but what it can do through us—helping people make better decisions, move faster, and focus on higher-value work.

2. From efficiency to reimagination

Old mindset: How can we use AI to make current processes more efficient?

New mindset: What would this process look like if we started from zero with AI as our co-creator, not a bolt-on?

3. From implementation to opportunity building

Old mindset: Roll out the tool. Train everybody. Check the box.

New mindset: AI fluency is a core human capability that creates new realms of curiosity, sophistication in judgment, and opportunity thinking. Soon, AI won’t be a one-time training. It will be part of how we define leadership, collaboration, and value creation.

From sparkles to scale

In most organizations, the spark isn’t the problem. Good ideas are everywhere. What’s missing is the ability to translate those isolated wins into something durable, repeatable, and enterprise-wide.

Too many pilots are built to impress, not to endure. They dazzle in one corner of the business but aren’t designed for others to adopt, adapt, or sustain. The result? Innovation that stays stuck in the lab—or dies.

Designing for scale means thinking beyond the “what” to the “how”:

• How will this spread?
• What behaviors and systems need to change?
• Can this live in our whole world, not just my sandbox?

It’s not about chasing the next use case. It’s about setting up the conditions that allow innovation to take root, grow, and multiply, without starting from scratch every time.

Here’s how to make that shift:

1. Test in the wild, not just in the lab

Skip the polished demo. Put your solution in the hands of real users, in real conditions, with all the friction that comes with it. Use messy data. Invite resistance. That’s where the insights live, and where scale begins. If it only works in ideal settings, it doesn’t work.

2. Mobilize managers

Executives sponsor. Front lines experiment. But it’s team leaders who connect and spread. Equip them as translators and expediters, not blockers. Every leader is a change leader.

3. Hardwire behaviors, not just tools

The biggest unlock in AI is not the model—it’s the muscle. Invest in shared language, habits, and peer learning that support new ways of working. Focus on developing behaviors that scale, such as:

• Change readiness: the ability to spot opportunity, turn obstacles into possibilities, and help teams pivot.
• Coaching: getting the best out of your AI “co-workers” just like human ones.
• Critical thinking: applying human judgment where it matters most—context, nuance, and ethics.

4. Align to a future-state vision

To scale beyond one-off wins, people need a shared sense of where they’re headed. A clear future-state vision acts as an enduring focus, allowing everyone to innovate in concert. That alignment doesn’t stifle innovation. It multiplies it, turning a thousand disconnected pilots into a coherent transformation.

5. Track adoption, not just “wins”

Don’t mistake a shiny, clever prompt for progress. A great experiment means nothing if it can’t be repeated by many people. From day one, design with scale in mind: Can this be adopted elsewhere? What would need to change for it to work across teams, roles, or regions? Build for transfer, not just applause.

The real opportunity

AI will not fail because the tech wasn’t good enough. It will fail because we mistook experiments for solutions, or because we governed innovation into paralysis.

You don’t need more control. You don’t need more chaos. You need design for scale, not just scale in hindsight.

Let’s stop chasing sparkles. Let’s build systems that spread.

You’re buckling in for an overseas flight in a brand-new Boeing 777. The pilot comes on the PA: “Ah, ladies and gentlemen, our flight time today will be six and a half hours at a cruising altitude of 33,000 feet. And I should mention that this is the first time I have ever flown a 777. Wish me luck.”

Before setting foot in the real world, pilots, military personnel and disaster response teams use intense simulations to learn how to respond to high-intensity challenges.Why should we place corporate leaders and their teams in situations without first giving them a chance to try things out? The risks are huge — new strategy investments can run into the hundreds of millions of dollars. BTS offers a better way to turn strategy into action: customized business simulations.

‘Now I Know What it’s Like to be CEO’

A customized business simulation of your enterprise, business unit or process, using real-world competitive dynamics, places leaders in a context where they step out of their normal day-to-day roles and gain exposure to the big picture. Participants make decisions in a risk-free environment, allowing them to experience critical interdependencies, execution best practices and the levers they can use to optimize their company’s key performance indicators. It takes the concept of a strategy and makes it personal, giving each individual the chance to see the direct impacts of their actions and the role they play in strategy execution.

Leading corporations are increasingly turning to business simulations to help build strategic alignment and execution capability when faced with the following business challenges:

• Key performance objective and new strategy implementation.
• Accelerating strategy execution and innovation.
• Improving business acumen and financial decision making.
• Transforming sales programs into business results accelerators.
• Leadership development focused on front-line execution.
• Implementing culture change as tied to strategy alignment.
• Modeling complex value chains for collaborative cost elimination.
• Merger integration.

Within minutes of being placed in a business simulation, users are grappling with issues and decisions that they must make — now. A year gets compressed into a day or less. Competition among teams spurs engagement, invention and discovery.

The Business Simulation Continuum: Customize to Fit Your Needs

Simulations have a broad range of applications, from building deep strategic alignment to developing execution capability. The more customized the simulation, the more experience participants can bring back to the job in execution and results. Think about it: why design a learning experience around generic competency models or broad definitions of success when the point is to improve within your business context?  When you instead simulate what “great” looks like for your organization, you exponentially increase the efficacy of your program.

10 Elements of Highly Effective Business Simulations

With 30 years of experience building and implementing highly customized simulations for Fortune 500 companies, BTS has developed the 10 critical elements of an effective business simulation:

1. Highly realistic with points of realism targeted to drive experiential learning.
2. Dynamically competitive with decisions and results impacted by peers’ decisions in an intense, yet fun, environment.
3. Illustrative, not prescriptive or deterministic, with a focus on new ways of thinking.
4. Catalyzes discussion of critical issues with learning coming from discussion within teams and among individuals.
5. Business-relevant feedback, a mechanism to relate the simulation experience directly back to the company’s business and key strategic priorities.
6. Delivered with excellence : High levels of quality and inclusion of such design elements as group discussion, humor, coaching and competition that make the experience highly interactive, intriguing, emotional, fun, and satisfying.
7. User driven: Progress through the business simulation experience is controlled by participants and accommodates a variety of learning and work styles.
8. Designed for a specific target audience, level and business need.
9. Outcome focused , so that changes in mindset lead to concrete actions.
10. Enables and builds community: Interpersonal networks are created and extended through chat rooms, threaded discussions and issue-focused e-mail groups; participants support and share with peers.

Better Results, Faster

Well-designed business simulations are proven to significantly accelerate the time to value of corporate initiatives. A new strategy can be delivered to a global workforce and execution capability can be developed quickly, consistently and cost-effectively. It’s made personal, so that back on the job, participants own the new strategy and share their enthusiasm and commitment. This in turn yields tangible results; according to a research report conducted by the Economist Intelligence Unit and sponsored by BTS, titled “Mindsets: Gaining Buy-In to Strategy,” the majority of firms struggle to achieve buy-in to strategy, but those that personalize strategy throughout their organization significantly outperform their peers in terms of profitability, revenue growth and market share.

Business Simulations: Even More Powerful in Combination

Comprehensive deployment of business simulation and experiential learning programs combines live and online experiences. The deepest alignment, mindset shift and capability building takes place over time through a series of well-designed activities. Maximize impact by linking engagement and skill building to organizational objectives and by involving leadership throughout the process.

Putting Business Simulations to Work

Simulations drive strategic alignment, sales force transformation, and business acumen, financial acumen and leadership development, among other areas. A successful experiential learning program cements strategic alignment and builds execution capability across the entire organization, turning strategy into action. Results can be measured in team effectiveness, company alignment, revenue growth and share price.

Learn more about business simulations

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I recently read an HBR article discussing why the traditional approach to leadership development doesn’t always work.

It stated that instead of traditional methods, the best way to identify, grow and retain leaders to meet today’s demands is to “Let them innovate, let them improvise and let them actually lead.”

Over the past 30 years, as we’ve partnered with clients facing a vast range of challenges, we’ve seen the truth behind this – that people learn best by actually doing. That’s why business simulations are such a powerful tool: they allow people to do and lead within a risk-free environment, and condense years of on-the-job learning experience into a few days, or even hours.

We also know that learning is not just a “one and done” situation – it is a continuous experience. In many cases, a learning journey, which blends a variety of learning methodologies and tools over time, is the most powerful means of shifting mindsets, building capabilities and driving sustained, effective results.What a learning journey looks like depends entirely on the context of your organization. What challenges are you addressing? What results are you driving for? What does great leadership look like for your organization?

To bring this to life, imagine the following approach to a blended learning journey for aligning and developing leaders – in this scenario, within a financial services firm: Financial technology has “transformed the way money is managed. It affects almost every financial activity, from banking to payments to wealth management. Startups are re-imagining financial services processes, while incumbent financial services firms are following suit with new products of their own.”

For a leading financial services company, this disruption has led to a massive technology transformation. With tens of thousands of employees in the current technology and operations group, the company will be making massive reductions to headcount over the next five years as a result of automation, robotics and other technology advances.

This personnel reduction and increased use of technology is both a massive shift for the business as well as a huge change in the scope of responsibility that the remaining leaders are being asked to take on moving forward. As such, the CEO of the business unit recognizes the need to align 175 senior leaders in the unit to the strategy and the future direction of the business, and give them the capabilities that they need to effectively execute moving forward.

To achieve these goals, BTS would build an innovative design for this initiative: a six-month blended experience, incorporating in-person events, individual and cohort-based coaching sessions, virtual assessments and more. Throughout the journey, data would be captured and analyzed to provide top leadership with information about the participants’ progress – and skill gaps – on both an individual and cohort level, thus setting up future development initiatives for optimal success.

The journey would begin with a two-day live conference event for the 175 person target audience, incorporating leader-led presentations about the strategy. The event would not just be talking heads and PowerPoint slides, but rather would leverage the BTS Pulse digital event technology to increase engagement and create a two-way, interactive dialogue that captures the participants’ ideas and suggestions. Participants also would use the technology to experience a moments-based leadership simulation that develops critical communications, innovation and change leadership capabilities, among other skills.

romAfter the event, participants would return to the job to apply their new learnings. On the job, each participant would continue their journey with four one-on-one performance coaching sessions, in addition to a series of peer coaching sessions shared with four to five colleagues. They also would use 60-90 minute virtual Practice with an Expert sessions to develop specific skill areas in short learning bursts, and then practice those skills with a live virtual coach. Throughout the journey, participants would access online, self-paced modules that contain “go-do activities” to reinforce and encourage application of the innovation leadership and other skills learned during the program.

As a capstone, six months after the journey has begun, every participant would go through a live, virtual assessment conducted via the BTS Pulse platform. In three to four hours, these virtual assessments allow live assessors to evaluate each leader’s learnings from the overall journey and identify any remaining skill gaps. The individual and cohort assessment data would then lead to and govern the design of future learning interventions that would continue to ensure the leaders are capable of implementing the strategy.

As you can see, this journey design leverages a range of tools and learning methodologies to create a holistic, impactful solution. It’s not just a standalone event – each step of the journey ties into the one before, and the data gathered throughout can be used well into the future in order to shape the next initiative .

Great journeys or experiences like this can take many forms. In addition to live classroom and virtual experiences, there is an ecosystem of activities, such as performance coaching, peer coaching, practice with an expert, go-dos, self-paced learning modules, and more, that truly engage leaders and ensure that the learnings are being reinforced, built upon, practiced and implemented back on the job. We find that these types of experience rarely look the same for every client. There are many factors that determine which configuration and progression will make the most sense. There is one common theme that we have found throughout these highly contextual experiences, however – that the participant feedback is outstanding and the business impact is profound.

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Leading with Purpose, Part 1

Most CEOs I speak with are not 100% at peace with their company’s purpose. As the market, their people and their business evolve, so will their purpose. As some of the best companies of past and present show us, there is strength, and even magic, in a great company purpose. What is also clear, however, is that this magic does not come from just having a “purpose” or “vision,” but rather from how well a company is executing against their purpose.

When Southwest Airlines (which has been profitable for 45 consecutive years, and on FORTUNE’s list of World’s Most Admired Companies for 24 straight years) was first starting out, their mission was to make flying affordable.¹ They rallied their people on the idea that a grandmother should be able to affordably buy a ticket, at the drop of a hat, to get on a flight to see her new grandchild. This simple mission led to the “Southwest Effect,” which transformed the airline industry, and continued to be a lens with which the Southwest leadership team made key decisions.

Today, Southwest’s vision has evolved: “To become the world’s most loved, most flown, and most profitable airline.” And they are executing on this vision. They continue to drive superior shareholder returns against all industries on the S&P 500 (as they have for the past 44 years), and in 2018 were named the top low-cost airline in JD Powers customer survey reports for the second year in a row.

As the Southwest example highlights, great company purpose combined with a leadership team who will build the work-flows, culture, processes and metrics to live up to it can be an enormous employee motivator. But we have also experienced, both at BTS and with our global clients, that a good company vision and purpose on their own are not sufficient – employees need them to be even more personal to them as an individual. I remember a lunch I had twelve years ago with a 24-year old new hire who was my direct report. After some small talk he looked at me and said, “Why are you here? Why have you spent seven years with the same company?”

I’ll never forget that lunch. It was the first time I had been asked the question, and it was the beginning of a new decade where our employees were much louder and more active about wanting to reflect and spend time on our mission and purpose, linking it to their personal values and the impact they strived to have in the world. Luke, that 24-year old new hire, has made me and our company better as a result of his question.

In the last decade, there has been a growing emphasis in the business world on finding a deeper motivation to unlock greater meaning at work. For some this may sound ‘fluffy,’ or as one executive we spoke to commented, “Is this just the next version of the pursuit of vision and values? It sounds great on paper but too often makes little real difference as it tends to stay on the wall, rather than live in your heart.”

Yet your people spend the majority of their life at work and with colleagues. At its best, a sense of purpose is a way of bringing meaning to their work and understanding the contributions they are making to the company, as well as greater society. It makes sense, then, that employees who are clear on their personal and professional purpose end their work day invigorated and proud of what they’re doing instead of exhausted by mindless work that is bereft of real meaning.

According to a recent PWC study, 79% of business leaders believe that purpose is central to business success – but only 34% use their organization’s purpose as a guidepost for their leadership team’s decision-making. Signs that your workplace may be lacking organizational purpose are distracted employees and a lack of comradery. These are significant factors – so why don’t more organizations devote time to developing clear purpose and values? Well, developing organizational purpose is no easy task, and much of it starts with your own personal purpose. If you’re unsure of what exactly your own personal purpose is, have no fear – in the next two installments of this blog series, we will offer simple steps to help you uncover your personal and organizational purposes and get closer to leading through the lens of purpose.